Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Richard Bernstein Advisors LLC

Quarter ended Q3 2024 · Filed November 8, 2024 · Accession 0001420506-24-002253

Total Value
$4.66B
Positions
225
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (225)

#IssuerTicker / CUSIPSharesValue% of Filing
1JANUS DETROIT STR TR47103U85210,041,408$468.4M10.04%
2ISHARES INC46434G7647,561,128$462.1M9.91%
3SPDR SER TR78468R10113,550,449$398.5M8.54%
4VANGUARD INDEX FDS9229087441,611,681$281.4M6.03%
5FIDELITY COVINGTON TRUST3160928081,594,604$278.3M5.97%
6ISHARES TR4642886531,918,107$209.7M4.50%
7SPDR SER TR78464A7631,238,618$175.9M3.77%
8SPDR SER TR78468R8533,279,047$149.2M3.20%
9ISHARES TR4642873251,300,049$127.6M2.74%
10ISHARES TR464288729660,177$98.2M2.11%
11ISHARES TR46434V4562,307,191$95.7M2.05%
12FIDELITY COVINGTON TRUST316092204998,073$88.3M1.89%
13ISHARES INC4642866081,680,712$87.8M1.88%
14GRANITESHARES GOLD TRBAR3,162,485$82.1M1.76%
15J P MORGAN EXCHANGE TRADED F46641Q2251,078,959$78.0M1.67%
16SPDR INDEX SHS FDS78463X5411,238,778$71.4M1.53%
17APPLE INCAAPL306,207$71.3M1.53%
18JANUS DETROIT STR TR47103U7531,441,887$70.6M1.51%
19KRANESHARES TRUST5007677363,471,303$66.8M1.43%
20NVIDIA CORPORATIONNVDA523,220$63.5M1.36%
21MICROSOFT CORPMSFT145,789$62.7M1.34%
22ISHARES INC46434G7721,143,600$61.6M1.32%
23ISHARES TR46429B5981,044,100$61.1M1.31%
24SELECT SECTOR SPDR TR81369Y6051,305,154$59.1M1.27%
25SELECT SECTOR SPDR TR81369Y506607,217$53.3M1.14%
26ISHARES INC464286772576,500$36.9M0.79%
27AMAZON COM INCAMZN193,437$36.0M0.77%
28META PLATFORMS INCMETA44,736$25.6M0.55%
29ALPHABET INCGOOG120,447$20.0M0.43%
30ISHARES TR46432F33998,386$17.6M0.38%
31ALPHABET INCGOOG103,427$17.3M0.37%
32SPDR SER TR78468R663173,974$16.0M0.34%
33TESLA INCTSLA59,839$15.7M0.34%
34BROADCOM INCAVGO90,674$15.6M0.34%
35EXXON MOBIL CORPXOM133,261$15.6M0.33%
36ELI LILLY & COLLY16,450$14.6M0.31%
37BERKSHIRE HATHAWAY INC DELBRK-A28,258$13.0M0.28%
38UNITEDHEALTH GROUP INCUNH21,062$12.3M0.26%
39COCA COLA COKO124,956$9.0M0.19%
40BOSTON SCIENTIFIC CORPBSX102,732$8.6M0.18%
41ISHARES TR46428876055,781$8.3M0.18%
42CHEVRON CORP NEWCVX53,216$7.8M0.17%
43GE AEROSPACE36960430138,154$7.2M0.15%
44TRI POINTE HOMES INCTPH152,769$6.9M0.15%
45VICI PPTYS INC925652109205,960$6.9M0.15%
46ABBVIE INCABBV34,226$6.8M0.14%
47BANK AMERICA CORP060505104169,379$6.7M0.14%
48EATON CORP PLCETN20,251$6.7M0.14%
49FREEPORT-MCMORAN INCFCX134,319$6.7M0.14%
50FOUR CORNERS PPTY TR INC35086T109219,991$6.4M0.14%
51INTUITIVE SURGICAL INCISRG13,000$6.4M0.14%
52DUPONT DE NEMOURS INCDD71,191$6.3M0.14%
53AMERICAN INTL GROUP INC02687478482,815$6.1M0.13%
54GENERAL DYNAMICS CORPGD19,940$6.0M0.13%
55CONSTELLATION ENERGY CORPCEG22,975$6.0M0.13%
56INSTALLED BLDG PRODS INC45780R10123,998$5.9M0.13%
57CATERPILLAR INCCAT15,072$5.9M0.13%
58MARKEL GROUP INCMKL3,688$5.8M0.12%
59ISHARES TR46428986797,189$5.8M0.12%
60TARGA RES CORPTRGP38,675$5.7M0.12%
61CSW INDUSTRIALS INCCSW15,620$5.7M0.12%
62JPMORGAN CHASE & CO.VYLD26,995$5.7M0.12%
63MCKESSON CORPMCK11,370$5.6M0.12%
64HOME DEPOT INCHD13,716$5.6M0.12%
65ADVANCED MICRO DEVICES INCAMD33,479$5.5M0.12%
66DOW INCDOW100,025$5.5M0.12%
67CARRIER GLOBAL CORPORATIONCARR66,032$5.3M0.11%
68PARSONS CORP DELPSN51,148$5.3M0.11%
69ISHARES TR46428733355,178$5.2M0.11%
70DEVON ENERGY CORP NEW25179M103133,341$5.2M0.11%
71HAMILTON LANE INCHLNE30,695$5.2M0.11%
72CENCORA INCCOR22,794$5.1M0.11%
73UBER TECHNOLOGIES INCUBER65,915$5.0M0.11%
74MEDTRONIC PLCMDT54,903$4.9M0.11%
75PACCAR INCPCAR49,871$4.9M0.11%
76MASTERCARD INCORPORATEDMA9,870$4.9M0.10%
77NORTHROP GRUMMAN CORPNOC9,182$4.8M0.10%
78AMERICAN EXPRESS COAXP17,834$4.8M0.10%
79HCA HEALTHCARE INCHCA11,849$4.8M0.10%
80JOHNSON & JOHNSONJNJ29,686$4.8M0.10%
81FORTIVE CORPFTV60,470$4.8M0.10%
82LINDE PLCLIN9,751$4.6M0.10%
83SLM CORPSLMBP202,327$4.6M0.10%
84VICTORY CAP HLDGS INC92645B10382,901$4.6M0.10%
85FB FINL CORP30257X10497,748$4.6M0.10%
86DT MIDSTREAM INCDTM57,794$4.5M0.10%
87MERCK & CO INCMRK39,829$4.5M0.10%
88PHILIP MORRIS INTL INC71817210937,243$4.5M0.10%
89INTERNATIONAL BUSINESS MACHSINTR20,409$4.5M0.10%
90BOOKING HOLDINGS INCBKNG1,064$4.5M0.10%
91RTX CORPORATIONRTX36,912$4.5M0.10%
92AMGEN INCAMGN13,864$4.5M0.10%
93SYNCHRONY FINANCIALSYF-PB89,224$4.5M0.10%
94FIRST HAWAIIAN INCFHB190,534$4.4M0.09%
95CITIZENS FINL GROUP INCCIA105,918$4.4M0.09%
96ALARM COM HLDGS INCALRM79,312$4.3M0.09%
97HOWMET AEROSPACE INCHWM42,924$4.3M0.09%
98TRADEWEB MKTS INC89267210634,626$4.3M0.09%
99VERRA MOBILITY CORPVRRM153,217$4.3M0.09%
100VERTEX PHARMACEUTICALS INCVRTX9,050$4.2M0.09%
101EQUITABLE HLDGS INCEQH-PC99,859$4.2M0.09%
102ARES MANAGEMENT CORPORATIONARES-PB26,865$4.2M0.09%
103HOULIHAN LOKEY INCHLI26,368$4.2M0.09%
104VULCAN MATLS CO92916010916,594$4.2M0.09%
105GMS INC36251C10345,819$4.1M0.09%
106BROOKFIELD CORP11271J10778,061$4.1M0.09%
107KKR & CO INCKKRT31,626$4.1M0.09%
108REGENERON PHARMACEUTICALSREGN3,901$4.1M0.09%
109LOCKHEED MARTIN CORPLMT7,006$4.1M0.09%
110COREBRIDGE FINL INC21871X109140,440$4.1M0.09%
111WELLS FARGO CO NEW94974610172,255$4.1M0.09%
112BRISTOL-MYERS SQUIBB COCELG-RI78,580$4.1M0.09%
113STRYKER CORPORATIONSYK11,161$4.0M0.09%
114HARTFORD FINL SVCS GROUP INCHIG-PG34,146$4.0M0.09%
115AUTOMATIC DATA PROCESSING INADP14,481$4.0M0.09%
116WASTE MGMT INC DEL94106L10918,786$3.9M0.08%
117MOELIS & COMC56,774$3.9M0.08%
118VERITEX HLDGS INC923451108146,898$3.9M0.08%
119ABBOTT LABSABLZF33,729$3.8M0.08%
120OTIS WORLDWIDE CORPOTIS36,961$3.8M0.08%
121ZIMMER BIOMET HOLDINGS INCZBH35,535$3.8M0.08%
122SALESFORCE INCCRM13,758$3.8M0.08%
123VISA INCV13,654$3.8M0.08%
124U HAUL HOLDING COMPANYUHAL-B51,821$3.7M0.08%
125HEWLETT PACKARD ENTERPRISE CHPE-PC181,587$3.7M0.08%
126DEERE & CODE8,875$3.7M0.08%
127SCIENCE APPLICATIONS INTL CO80862510726,501$3.7M0.08%
128PAYPAL HLDGS INCPYPL47,211$3.7M0.08%
129DELTA AIR LINES INC DELDAL72,377$3.7M0.08%
130ENACT HLDGS INCACT100,744$3.7M0.08%
131EASTERN BANKSHARES INCEBC221,942$3.6M0.08%
132SILGAN HLDGS INCSLGN69,010$3.6M0.08%
133API GROUP CORPAPG108,410$3.6M0.08%
134ANTERO MIDSTREAM CORPAM237,398$3.6M0.08%
135PFIZER INCPFE123,445$3.6M0.08%
136ILLINOIS TOOL WKS INC45230810913,517$3.5M0.08%
137AT&T INCT-PC160,902$3.5M0.08%
138APOLLO GLOBAL MGMT INC03769M10628,309$3.5M0.08%
139KNOWLES CORPKN194,918$3.5M0.08%
140BRIGHTSPHERE INVT GROUP INCAAMI138,290$3.5M0.08%
141FOX CORPFOX89,459$3.5M0.07%
142CHENIERE ENERGY INCLNG19,171$3.4M0.07%
143TRANE TECHNOLOGIES PLCTT8,727$3.4M0.07%
144UNITED RENTALS INCURI4,089$3.3M0.07%
145BECTON DICKINSON & COBDX13,717$3.3M0.07%
146CONOCOPHILLIPSCOP31,388$3.3M0.07%
147INGERSOLL RAND INCIR33,619$3.3M0.07%
148PRUDENTIAL FINL INCPUKPF27,192$3.3M0.07%
149ARISTA NETWORKS INCANET8,557$3.3M0.07%
150EQUINIX INCEQIX3,641$3.2M0.07%
151NVENT ELECTRIC PLCNVT45,815$3.2M0.07%
152RESIDEO TECHNOLOGIES INCREZI159,453$3.2M0.07%
153CORTEVA INCCTVA54,444$3.2M0.07%
154NEWS CORP NEWNWSLL114,268$3.2M0.07%
155NEWMONT CORPNEMCL59,426$3.2M0.07%
156MARVELL TECHNOLOGY INCMRVL43,955$3.2M0.07%
157JOHNSON CTLS INTL PLCG5150210540,654$3.2M0.07%
158DIAMONDBACK ENERGY INCFANG18,269$3.1M0.07%
159CITIGROUP INCC-PR50,156$3.1M0.07%
160CME GROUP INCCME14,080$3.1M0.07%
161PHILLIPS 66PSX23,493$3.1M0.07%
162CALIFORNIA RES CORPCRC58,722$3.1M0.07%
163STELLAR BANCORP INCSTEL118,669$3.1M0.07%
164CSX CORPCSX88,679$3.1M0.07%
165HONEYWELL INTL INC43851610614,755$3.1M0.07%
166SONOCO PRODS CO83549510255,272$3.0M0.06%
167UNION PAC CORPUNP12,188$3.0M0.06%
168SUNCOR ENERGY INC NEWSU81,202$3.0M0.06%
169IQVIA HLDGS INCIQV12,609$3.0M0.06%
170MAGNOLIA OIL & GAS CORPMGY122,043$3.0M0.06%
171WALMART INCWMT36,716$3.0M0.06%
172L3HARRIS TECHNOLOGIES INCLHX12,422$3.0M0.06%
173GILEAD SCIENCES INCGILD34,378$2.9M0.06%
174EXELON CORPEXC70,918$2.9M0.06%
175CARDINAL HEALTH INCCAH25,953$2.9M0.06%
176SCHNEIDER NATIONAL INCSNDR100,114$2.9M0.06%
177MARATHON OIL CORPMARA105,486$2.8M0.06%
178BAKER HUGHES COMPANYBKR77,396$2.8M0.06%
179WESTERN DIGITAL CORP.WDC40,229$2.7M0.06%
180FERGUSON ENTERPRISES INCFERG13,517$2.7M0.06%
181ADOBE INCADBE5,144$2.7M0.06%
182PROLOGIS INC.PLDGP20,917$2.6M0.06%
183PROCTER AND GAMBLE CO74271810915,235$2.6M0.06%
184BRIGHTHOUSE FINL INC10922N10357,650$2.6M0.06%
185MICRON TECHNOLOGY INCMU24,908$2.6M0.06%
186FORD MTR CO345370860243,439$2.6M0.06%
187CENTENE CORP DELCNC34,107$2.6M0.06%
188AIRBNB INCABNB19,902$2.5M0.05%
189HESS CORPHESM18,265$2.5M0.05%
190GE VERNOVA INCGEV9,537$2.4M0.05%
191PURE STORAGE INC74624M10247,403$2.4M0.05%
192ATLASSIAN CORPORATIONTEAM14,671$2.3M0.05%
193ADVANSIX INCASIX76,302$2.3M0.05%
194SCHLUMBERGER LTDSLB54,155$2.3M0.05%
195OCCIDENTAL PETE CORP67459910543,908$2.3M0.05%
196FEDEX CORPFDX7,897$2.2M0.05%
197REALTY INCOME CORPO33,703$2.1M0.05%
198TC ENERGY CORPTRPRF44,795$2.1M0.05%
199GLOBALFOUNDRIES INCGFS50,161$2.0M0.04%
200UNITED PARCEL SERVICE INCUPS14,593$2.0M0.04%
201HALLIBURTON COHAL67,890$2.0M0.04%
202BARRICK GOLD CORP06790110895,829$1.9M0.04%
203WHEATON PRECIOUS METALS CORPWPM30,644$1.9M0.04%
204TECK RESOURCES LTDTCKRF31,360$1.6M0.04%
205ENBRIDGE INCENNPF40,045$1.6M0.03%
206BOEING COBA-PA9,888$1.5M0.03%
207WORLD GOLD TRGLDW27,751$1.4M0.03%
208NUTRIEN LTDNTR29,236$1.4M0.03%
209CENOVUS ENERGY INCCVE73,306$1.2M0.03%
210INVESCO EXCHANGE TRADED FD TIVZ23,622$890,5520.02%
211ISHARES TR4642872267,974$807,5190.02%
212VANGUARD INTL EQUITY INDEX F9220427424,822$577,1970.01%
213ISHARES TR46429B6717,301$371,7150.01%
214VANGUARD INTL EQUITY INDEX F9220428744,218$299,8930.01%
215ISHARES TR4642887374,547$298,9660.01%
216JANUS DETROIT STR TR47103U8455,812$295,7040.01%
217J P MORGAN EXCHANGE TRADED F46641Q2174,535$268,8130.01%
218INVESCO EXCHANGE TRADED FD TIVZ2,550$132,8790.00%
219ISHARES TR46436E6762,060$66,6470.00%
220SELECT SECTOR SPDR TR81369Y803170$38,4740.00%
221ISHARES INC464286525155$17,7520.00%
222SELECT SECTOR SPDR TR81369Y20992$14,1690.00%
223ISHARES TR46428858836$3,4230.00%
224ISHARES TR46428825727$3,1750.00%
225WISDOMTREE TRWT12$5770.00%